These attributes are unique to the Sales industry and control the agent's qualification workflow, pre-sale questions, and appointment scheduling behavior. They appear in the Attributes tab when a customer project is set to the Sales industry.
Agent behavior
After appointment notes
IDN:project_attributes_sales_after_appointment_notes
Notes for the user after they have been scheduled for the appointment.
Example:
Feel free to call me if you would need to reschedule the appointment.
Appointment setting - self-schedule guidance instruction
IDN:project_attributes_sales_appointment_via_link_guidance_instruction
Provide instructions so the agent can help the user during appointment scheduling via the appointment URL.
Appointment setting - self-schedule link (URL)
IDN:project_attributes_sales_appointment_url
Provide the link where the user can self-schedule an appointment (book online).
If online booking is not available, leave this field empty.
The agent also logs a report of the conversation in the table linked at project_attributes_info_client_session_logs_table_link.
Pre-sale notes
IDN:project_attributes_sales_pre_sale_questions
The questions the agent should ask the user before making a sale (for example, before sending a purchase link). You can provide a to-do list of what the agent should say and ask during the pre-sale stage.
Example:
- Have you ever tried any other AI Employee solutions?
Qualification criteria
IDN:project_attributes_sales_qualifying_criteria
The criteria the agent uses to include or exclude candidates from scheduling calls with sales. Base the criteria on the question list provided in the project_attributes_sales_qualifying_questions or project_attributes_sales_pre_sale_questions attribute.
Example:
- If the User is not a founder, the User does NOT qualify.
Action on qualification failure
IDN:project_attributes_sales_qualifying_criteria_fallback_action
Describes the agent's actions when the user does not pass the qualification stage.
Example:
The agent starts the scenario: **Relaying Message to the Manager**.
Qualification questions
IDN:project_attributes_sales_qualifying_questions
The questions the agent asks during the qualification stage to determine if the client fits the business's target audience. The agent decides whether to schedule a meeting with sales based on answers to these questions and the project_attributes_sales_qualifying_criteria criteria list.
Example:
- Do you want to increase your sales with us?